Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734B
AUM Growth
-$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,274
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$660M
3
+$552M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$536M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$504M

Top Sells

1
+$528M
2
+$469M
3
+$461M
4
ZM icon
Zoom
ZM
+$431M
5
VEEV icon
Veeva Systems
VEEV
+$375M

Sector Composition

1 Technology 17.72%
2 Healthcare 11.34%
3 Financials 9.39%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$14.5M ﹤0.01%
245,321
-18,040
2552
$14.5M ﹤0.01%
184,027
+68,419
2553
$14.5M ﹤0.01%
929,890
+2,427
2554
$14.5M ﹤0.01%
427,255
-13,469
2555
$14.5M ﹤0.01%
479,081
+38,288
2556
$14.5M ﹤0.01%
191,875
-4,327
2557
$14.5M ﹤0.01%
1,207,603
-169,661
2558
$14.5M ﹤0.01%
571,472
+54,698
2559
$14.4M ﹤0.01%
423,130
-24,328
2560
$14.4M ﹤0.01%
346,173
+15,283
2561
$14.4M ﹤0.01%
319,805
-146,385
2562
$14.4M ﹤0.01%
251,127
-63,355
2563
$14.4M ﹤0.01%
311,426
-13,449
2564
$14.4M ﹤0.01%
1,214,286
+447,120
2565
$14.4M ﹤0.01%
1,221,293
-48,889
2566
$14.4M ﹤0.01%
458,182
-181,768
2567
$14.3M ﹤0.01%
214,521
+3,550
2568
$14.3M ﹤0.01%
664,435
-172,483
2569
$14.3M ﹤0.01%
426,195
-25,941
2570
$14.3M ﹤0.01%
322,782
+109,305
2571
$14.3M ﹤0.01%
4,894,092
+566,424
2572
$14.3M ﹤0.01%
339,090
+392
2573
$14.3M ﹤0.01%
177,047
-888
2574
$14.3M ﹤0.01%
284,249
-140,138
2575
$14.2M ﹤0.01%
1,486,641
-240,946
101 102
103
104 105